CAPITAL GOODS · NSE/BSE: ENRIN

Siemens Energy India Limited Earnings Summary — H1 FY2026

Sentiment: Positive
AI-generated summary
Generated 2026-06-23

Siemens Energy India reports strong H1 FY2026 growth supported by order backlog and execution

Net Profit
₹690 Cr
YoY 43.8%
Prior: ₹480 Cr
Revenue
₹4300 Cr
YoY 27%
Prior: ₹3400 Cr
Operating Margin
20.7%
YoY 160 bps
Prior: 19.1%
Dividend Yield
Not provided in latest H1 source
Net Debt / Equity
Not provided as a latest-period metric in source

Key Takeaways

  • SEIL has established itself as a pure-play energy technology leader following its demerger from Siemens Limited.
  • The company maintains a dominant position in the Indian power generation market, specifically in gas and steam turbines.
  • Foreign Institutional Investor (FII) holding has steadily increased from 4.79% in June 2025 to 7.59% in March 2026.
  • The legal overhang from the PCTL arbitral award challenge was resolved in the company's favor by the Bombay High Court in June 2026.
  • Order backlog remains robust, driven by India's escalating power demand and grid expansion requirements.
  • Operational performance is increasingly shifting toward high-margin service-linked revenue and efficient turbine technology.

Management Guidance

Management is focused on the 'Energy Transition' partnership for India, emphasizing profitable growth and the transition from thermal to renewable-adjacent technologies.

Sentiment Shift

Improving

Growing institutional interest (FII increase) and resolution of key legal disputes suggest strengthening market confidence post-demerger.

Strategic
Transition-focused
Operationally Strong

Outlook

The outlook remains strong due to a massive order backlog and a structural shift in India's energy CAPEX towards decarbonization and grid stability.

From the Annual Report (Key Quotes)

Established to consolidate energy-focused technology and services... captures the entire value chain from gas and steam turbines to HVDC.

The underlying business units show strong revenue visibility through a massive order backlog.

Bombay High Court dismissed PCTL’s challenge, upheld arbitral award, and imposed no extra liability.

Earnings Call Transcript — H1 FY2026

Open original
## May 21, 2026

## BSE Limited National Stock Exchange of India Limited

Scrip Code: 544390 Symbol: ENRIN

## Sub.: Information pursuant to the SEBI (Listing Obligations and Disclosure

## Requirements) Regulations, 2015 (‘SEBI Listing Regulations’)

Dear Sir / Madam, Pursuant to Regulation 30, 46 and other applicable regulations of the SEBI Listing Regulations, please find enclosed the transcript of the Company’s Analysts / Institutional Investors call held on May 15, 2026. The said transcript is also available on the website of the Company at: [www.siemens-energy-india.com/analyst-meet.html](http://www.siemens-energy-india.com/analyst-meet.html) Kindly take the same on record.

Yours faithfully, For Siemens Energy India Limited

## Vishal Tembe

Company Secretary Encl.: As above

**Siemens Energy India Limited** Registered Office: Birla Aurora, Level 21, Plot No. 1080, Dr. Annie Besant Road, Worli, Mumbai – 400030; Corporate Identity Number: L28110MH2024PLC418770; Tel.: +91 22 6251 7000; E-mail: [contact@siemens-energy-india.com](mailto:contact@siemens-energy-india.com); Website: [www.siemens-energy-india.com](http://www.siemens-energy-india.com/) Siemens Energy is a registered trademark licensed by Siemens AG.

* * *

# Siemens Energy India Limited Q2 & H1 FY26 Earnings Call

## May 15, 2026

### Management:

- Guilherme Mendonca – Managing Director and Chief Executive Officer • Harish Shekar – Executive Director and Chief Financial Officer
- Viral Raval – Head of Investor Relations
  Siemens Energy is a registered trademark licensed by Siemens AG.

Siemens Energy India Limited – Q2 & H1 FY26 Earnings Call – May 15, 2026

* * *

## Viral Raval-Head of Investor Relations, Siemens Energy India Limited:

Good afternoon, everyone. Thank you for joining us today. It gives me great pleasure to welcome all of you to our post-earnings conference call for the quarter, and half year ended 31 March 2026. Just to remind you, we follow October to September financial year.

I am Viral Raval. I have recently joined Siemens Energy India Limited as Head of Investor Relations. Accompanying me on this call are Mr. Guilherme Mendonca, our Chief Executive Officer and Mr. Harish Shekar, our Chief Financial Officer. The management team had the opportunity to interact with you during our first analyst meet last December, and we cherish the opportunity to connect with you again today.

In today's call, we'll begin with a 30-minute presentation by Guilherme and Harish to provide an overview of the company, discuss our strategy, highlight key developments, and review the business performance for the first half of FY26. This will be followed by a Q&A session. The total duration of the conference call will be one hour.

Please note that this is an audio only call. At the end of the presentation, you may use the raise hand option to ask your questions. We will unmute speakers one at a time. We request each participant to start by stating your name and your organization’s name. Kindly limit yourself to one question at a time so that everyone has the opportunity to participate. I would also like to bring to your attention the safe harbor statement, which is available at the beginning of the earnings presentation, uploaded on our website.

Without further ado, I would now like to hand over to Guilherme to begin the presentation.

## Guilherme Mendonca-MD & CEO, Siemens Energy India Limited:

So, good afternoon from my side. I appreciate the opportunity to meet you again after our meeting in December to update you on our company businesses. So, let's start with a recap from what we have discussed the last time, so that we put everybody on the same page. I would like to start putting in context Siemens Energy India Limited.

We are a pure play energy company acting across the entire value chain. And basically, we have our operations split between two main divisions, which are power generation and power transmission; and we not only cover the entire spectrum

Source: NSE — Latest Concall Transcript

Ask AI about this earnings call

Sign in to ask AI questions grounded on the full earnings call transcript.

This summary is AI-generated from Siemens Energy India Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.

← Back to Siemens Energy India Limited AI analysis